Advise prospective advisors on AssetMark's wealth management platform, investment solutions, and client engagement offerings
Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
Provide consultative support on product details, performance, portfolio positioning, and investment allocations
Deliver clear, compelling presentations on AssetMark's value proposition at advisor-focused event s
Travel up to 30% to attend company, client, and territory events
Knowledge, Skills, and Abilities:
Strong time management and organizational skills
Ability to foster a cohesive and supportive team environment
Ability to switch focuses and prioritize competing objectives as needed
Self-motivated with the ability to work independently
Experience evaluating managed money platforms
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Education & Experience:
Bachelor's degree in a business or finance field
4+ years of experience in the financial services industry
4+ years of phone and in-person sales experience
Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer:
Our Mission
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what's right, always. Even when it's hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture b
Additional Information
Job Description:
The Job/What You'll Do:
As a Business Development Consultant at AssetMark, you will join AssetMark 's el ite sales team foc u s ing on successfully identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, you'll focus on engaging with Advisors who desire to enhance their advisory practice s by demonstrating how AssetMark's business solutions can help them to meet the goals of their firm and their clients. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and new presentation into a long-term relationship.
The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.
Compensation: The Base Salary range for this position is between $65,000-$80,000 .
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $80,000 . The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL.
Assetmark · Chicago, IL